JACK NGO
Financial Adviser · Fitzroy, VIC
📚 Qualifications & Training
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2005 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Melbourne
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Master of Wealth Management - Masters Degree (AQF 9) - Deakin University
2015 - Cavendish & ICFS Specialist SMSF course - Other - Cavendish/The University of Adelaide
2015 - Certified Financial Planner - - FPA
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.